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Hobart Private Capital’s New Jersey Resources NJR Stock Holding History

Hobart Private Capital’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Sell
5,090
-105
-2% -$5.88K 0.05% 121
2026
Q1 		$285K Hold
5,195
– – 0.06% 110
2025
Q4 		$240K Buy
+5,195
New +$240K 0.05% 116

Other funds holding NJR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Hobart Private Capital's NJR Position: Q2 2026 in Review

Hobart Private Capital reduced its New Jersey Resources (NJR) stake by 2% in Q2 2026, selling an estimated $5.88K and leaving 5,090 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #121.

Hobart Private Capital first reported a position in NJR in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q1 2026. 143 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Hobart Private Capital held 5,090 shares of New Jersey Resources worth $285K as of Q2 2026.
  • Hobart Private Capital sold 105 New Jersey Resources shares in Q2 2026, an estimated $5.88K.
  • New Jersey Resources made up 0.05% of Hobart Private Capital's portfolio in Q2 2026, its #121 holding.
  • Hobart Private Capital first reported a position in New Jersey Resources in Q4 2025 and has held it in 3 quarters since.
  • Hobart Private Capital's New Jersey Resources position peaked at $285K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.